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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
SWM
4426
Sequoia Wealth Management
Hoffman Estates,
Illinois
| USD 94.2 M | -USD 9.3 M | -9% | 2.27% | – | 60 | 16.67% | 0.5 |
|
| 4427 |
MCMT
4427
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| USD 94.1 M | +USD 8.92 M | +10% | 0.17% | 15.7% | 48 | 14.58% | 2.4 |
|
| 4428 |
RWG
4428
Regal Wealth Group
Seal Beach,
California
| USD 93.9 M | -USD 35.7 M | -28% | 1.99% | 17% | 182 | 9.34% | 2 |
|
| 4429 |
OIM
4429
Orca Investment Management
Roseburg,
Oregon
| USD 93.7 M | +USD 6.18 M | +7% | 3.51% | 122% | 75 | 13.33% | 2.6 |
|
| 4430 |
TWM
4430
Titus Wealth Management
Larskpur,
California
| USD 93.6 M | -USD 10.3 M | -10% | 0.78% | 26.6% | 105 | 32.38% | 0.3 |
|
| 4431 |
ACI
4431
AB CarVal Investors
Minneapolis,
Minnesota
| USD 93.6 M | +USD 40.1 M | +75% | 3.72% | 24% | 16 | 37.5% | 0.4 |
|
| 4432 |
4432
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 93.5 M | -USD 41.6 M | -31% | 2.03% | 97.3% | 984 | 45.22% | 1.2 |
|
| 4433 |
AC
4433
AWH Capital
Dallas,
Texas
| USD 93.5 M | +USD 5.91 M | +7% | 10.2% | 183% | 17 | 11.76% | 0.4 |
|
| 4434 |
CP
4434
Covalent Partners
Concord,
Massachusetts
| USD 93.3 M | -USD 11.5 M | -11% | 1.25% | 36.6% | 30 | 26.67% | 1.1 |
|
| 4435 |
PIC
4435
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 93.2 M | -USD 15.2 M | -14% | 2.45% | 108% | 38 | 5.26% | 3.3 |
|
| 4436 |
CHA
4436
Carmichael Hill & Associates
Gaithersburg,
Maryland
| USD 93 M | +USD 1.5 M | +2% | 2.03% | 39.7% | 119 | 4.2% | 0.5 |
|
| 4437 |
MI
4437
M3F Inc
Salt Lake City,
Utah
| USD 92.5 M | +USD 6.33 M | +7% | 2.3% | 176% | 28 | 21.43% | 1.3 |
|
| 4438 |
ACM
4438
Athyrium Capital Management
New York
| USD 92.5 M | -USD 70.8 M | -43% | 0.22% | 25.1% | 3 | 0% | 0.5 |
|
| 4439 |
SC
4439
Salzman & Co
Pittsford,
New York
| USD 92.4 M | +USD 2.03 M | +2% | 1.2% | 15.7% | 10 | 30% | 0.5 |
|
| 4440 |
4440
Performa Ltd (US)
Charleston,
South Carolina
| USD 92.4 M | -USD 8.07 M | -8% | 3.31% | 55.8% | 2 | 0% | 0.3 |
|
| 4441 |
CWA
4441
Cypress Wealth Advisors
San Francisco,
California
| USD 92.4 M | +USD 105 k | +0.1% | 6.39% | 29.3% | 84 | 13.1% | 1.9 |
|
| 4442 |
SV
4442
Sapphire Ventures
Austin,
Texas
| USD 92.3 M | +USD 41.1 M | +80% | 27.5% | 27.9% | 7 | 28.57% | 1.1 |
|
| 4443 |
NJBEST
4443
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| USD 92.2 M | +USD 2.22 M | +2% | 2.56% | 42% | 202 | 35.15% | 1.5 |
|
| 4444 |
BCWM
4444
Blue Chip Wealth Management
Miami Beach,
Florida
| USD 92 M | -USD 5.69 M | -6% | 5.05% | – | 107 | 8.41% | 0.2 |
|
| 4445 |
QAM
4445
Q3 Asset Management
Birmingham,
Michigan
| USD 91.1 M | +USD 2.66 M | +3% | 5.27% | 96.2% | 38 | 65.79% | 0.2 |
|
| 4446 |
DE
4446
DFT Energy
Locust Valley,
New York
| USD 91 M | +USD 16.6 M | +22% | 26.4% | – | 16 | 18.75% | 1.4 |
|
| 4447 |
TIA
4447
Trust Investment Advisors
Indianapolis,
Indiana
| USD 91 M | +USD 3.9 M | +4% | 6.05% | 167% | 88 | 10.23% | 2.4 |
|
| 4448 |
SCM
4448
Samson Capital Management
Leawood,
Kansas
| USD 90.8 M | +USD 9.9 M | +12% | 11.8% | 13.4% | 19 | 47.37% | 2.2 |
|
| 4449 |
MSS
4449
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 90.7 M | +USD 3.09 M | +4% | 2.85% | 85.6% | 93 | 7.53% | 3.1 |
|
| 4450 |
NVCHI
4450
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 90.7 M | +USD 18.9 M | +26% | 1.96% | 114% | 54 | 44.44% | 0.5 |
|